NIM

Needham Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 25.29%
This Quarter Est. Return
1 Year Est. Return
+25.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$6.91M
3
+$6.71M
4
MDU icon
MDU Resources
MDU
+$5.82M
5
MTRX icon
Matrix Service
MTRX
+$4.55M

Top Sells

1
+$5.39M
2
+$3.04M
3
+$2.92M
4
CIEN icon
Ciena
CIEN
+$2.89M
5
HA
Hawaiian Holdings, Inc.
HA
+$2.49M

Sector Composition

1 Technology 55.94%
2 Industrials 19.29%
3 Healthcare 6.34%
4 Materials 4.37%
5 Consumer Discretionary 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.83M 0.37%
50,000
77
$4.77M 0.37%
39,500
+12,000
78
$4.75M 0.36%
255,078
+7,729
79
$4.65M 0.36%
22,500
80
$4.6M 0.35%
51,041
81
$4.4M 0.34%
18,250
82
$4.39M 0.34%
255,000
83
$4.14M 0.32%
346,500
-21,000
84
$4.12M 0.32%
4,950
85
$3.73M 0.29%
1,541,050
86
$3.62M 0.28%
150,000
87
$3.58M 0.27%
38,500
88
$3.48M 0.27%
610,000
+7,500
89
$3.42M 0.26%
22,500
90
$3.41M 0.26%
27,500
+7,500
91
$3.26M 0.25%
225,000
-12,500
92
$3.25M 0.25%
35,000
93
$2.99M 0.23%
13,700
+1,200
94
$2.9M 0.22%
32,500
+5,000
95
$2.79M 0.21%
+350,000
96
$2.56M 0.2%
+25,000
97
$2.46M 0.19%
46,294
98
$2.38M 0.18%
15,000
-12,500
99
$2.38M 0.18%
52,500
100
$2.35M 0.18%
1,000,000
+600,000
2 3
4
5 6